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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,192 | $86,332-74.3% | $125,180-82.3% | $65,185-66.0% |
| Participation rate | 72.7% | 75.3%-2.6pp | 79.8%-7.1pp | 70.2%+2.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 43.79%-43.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,546 | $2,040-24.2% | $3,866-60.0% | $2,177-29.0% |
| Participant deferral / active EE | $2,885 | $3,537-18.4% | $4,937-41.6% | $3,514-17.9% |
| Admin fee / account holder | $22 | $609-96.4% | $9,703-99.8% | $847-97.4% |